Morgan Stanley Incresed Positions in Q3 2025

Morgan Stanley

  • $1.59 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COOK
Traeger, Inc.

Consumer Cyclical
122K
+ 148.73%
$1.22 - $2.02 $148K - $246K
203K $248K
PIM
Putnam Master Intermediate Income Trust

Financial Services
25.6K
+ 13.54%
$3.29 - $3.49 $84.3K - $89.5K
215K $741K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
543
+ 1.68%
$41.13 - $44.7 $22.3K - $24.3K
33K $1.47M
DRTS
Alpha Tau Medical Ltd.

Healthcare
11.5K
+ 29.72%
$2.9 - $4.51 $33.2K - $51.7K
50K $225K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
18.2K
+ 41.65%
$5.31 - $5.66 $96.6K - $103K
61.9K $343K
RICK
Rci Hospitality Holdings, Inc.

Consumer Cyclical
7.38K
+ 46.09%
$25.8 - $41.03 $190K - $303K
23.4K $713K
IMMP
Immutep LTD

Healthcare
46.5K
+ 38.92%
$1.61 - $1.8 $74.9K - $83.7K
166K $298K
EWK
Ishares Inc Msci Belgium ETF

ETFs
2.75K
+ 8.48%
$21.82 - $23.29 $59.9K - $64K
35.1K $816K
KURE
Kraneshares Tr Msci All China

ETFs
3.75K
+ 70.8%
$17.01 - $21.84 $63.8K - $81.9K
9.05K $189K
CSWC
Capital Southwest Corp

Financial Services
6.35K
+ 2.79%
$21.86 - $23.33 $139K - $148K
234K $5.11M
EFAD
Proshares Tr Proshares Msci Ea

ETFs
7.17K
+ 2.63%
$40.75 - $42.89 $292K - $307K
280K $11.8M
RAYC
Advisors Inner Circle Iii Rayl

ETFs
4.74K
+ 306.53%
$15.03 - $18.41 $71.3K - $87.3K
6.29K $115K
TLSA
Tiziana Life Sciences LTD

Healthcare
23.8K
+ 32.52%
$1.47 - $2.52 $35K - $60.1K
97.1K $205K
VOXCF
Vox Royalty Corp.
36.7K
+ 39.68%
N/A
129K $316K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
977
+ 15.84%
$63.74 - $68.36 $62.3K - $66.8K
7.15K $485K
CLPR
Clipper Realty Inc.

Real Estate
4.85K
+ 1.11%
$3.44 - $4.48 $16.7K - $21.7K
443K $1.7M
ICMB
Investcorp Credit Management Bdc, Inc.

Financial Services
30.5K
+ 11.9%
$2.65 - $3.07 $80.9K - $93.7K
287K $803K
EHI
Western Asset Global High Income Fund Inc.

Financial Services
12.8K
+ 7.66%
$6.47 - $6.7 $82.6K - $85.6K
180K $1.18M
SGMO
Sangamo Therapeutics, Inc

Healthcare
19.4K
+ 3.38%
$0.44 - $0.7 $8.53K - $13.6K
592K $396K
MERC
Mercer International Inc.

Basic Materials
97.5K
+ 30.95%
$2.65 - $4.36 $258K - $425K
413K $1.19M
BBDO
Banco Bradesco S.A.

Financial Services
23.3K
+ 26.54%
$2.4 - $2.98 $55.9K - $69.4K
111K $325K
EB
Eventbrite, Inc.

Technology
59.8K
+ 10.18%
$2.21 - $3.1 $132K - $185K
647K $1.63M
IBUY
Amplify ETF Tr Amplify Online

ETFs
214
+ 2.23%
$69.25 - $78.71 $14.8K - $16.8K
9.8K $746K
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
2.9K
+ 2.6%
$9.19 - $9.88 $26.6K - $28.6K
114K $1.11M
NATH
Nathans Famous, Inc.

Consumer Cyclical
1.03K
+ 8.2%
$94.47 - $115.75 $97.6K - $120K
13.6K $1.48M
HRZN
Horizon Technology Finance Corp

Financial Services
23.1K
+ 45.98%
$6.01 - $8.42 $139K - $194K
73.2K $445K
SOPH
Sop Hi A Genetics Sa

Healthcare
6.32K
+ 17.96%
$2.99 - $4.66 $18.9K - $29.5K
41.5K $193K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
586
+ 18.54%
$97.9 - $106.24 $57.4K - $62.3K
3.75K $389K
BTCS
Btcs Inc.

Financial Services
15.3K
+ 509.96%
$2.33 - $6.93 $35.7K - $106K
18.3K $88K
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
1.66K
+ 956.32%
$47.87 - $49.04 $79.7K - $81.6K
1.84K $89K
PHYL
Pgim ETF Tr

ETFs
2.23K
+ 134.91%
$35.14 - $35.8 $78.4K - $79.8K
3.88K $138K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
113
+ 3.72%
$170.68 - $192.95 $19.3K - $21.8K
3.15K $604K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
2.39K
+ 10.46%
$26.92 - $28.6 $64.3K - $68.3K
25.2K $704K
EBMT
Eagle Bancorp Montana, Inc.

Financial Services
3.7K
+ 9.49%
$15.62 - $17.77 $57.8K - $65.7K
42.7K $728K
PID
Invesco Exchange Traded Fd Tr

ETFs
4.43K
+ 0.14%
N/A
3.14M $56M
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
245
+ 0.27%
$16.94 - $17.91 $4.15K - $4.39K
89.5K $1.59M
CURV
Torrid Holdings Inc.

Consumer Cyclical
74.3K
+ 170.38%
$1.65 - $3.04 $123K - $226K
118K $206K
OVLY
Oak Valley Bancorp

Financial Services
1.52K
+ 5.67%
$25.97 - $29.36 $39.6K - $44.7K
28.4K $808K
TLTE
Flexshares Tr Morningstar Emer

ETFs
92
+ 0.56%
$58.65 - $64.01 $5.4K - $5.89K
16.4K $1.03M
KBWR
Invesco ETF Tr Ii Kbw Regional

ETFs
499
+ 3.34%
$56.59 - $63.4 $28.2K - $31.6K
15.4K $936K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
16.2K
+ 9.12%
$8.96 - $9.64 $145K - $156K
194K $1.75M
MXE
Mexico Equity & Income Fund Inc

Financial Services
3.76K
+ 18.65%
$10.5 - $11.92 $39.5K - $44.9K
23.9K $285K
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
1.39K
+ 15.23%
$49.2 - $51.74 $68.5K - $72K
10.5K $540K
AFRI
Forafric Global PLC

Consumer Defensive
5.88K
+ 24.25%
$7.71 - $9.2 $45.3K - $54.1K
30.1K $261K
QIPT
Quipt Home Medical Corp.

Healthcare
2.87K
+ 3.68%
$1.73 - $2.74 $4.97K - $7.86K
80.9K $210K
XBIT
X Biotech Inc.

Healthcare
35.6K
+ 41.55%
$2.67 - $3.5 $95.2K - $125K
121K $325K
TSBK
Timberland Bancorp Inc

Financial Services
879
+ 4.0%
$30.97 - $36.62 $27.2K - $32.2K
22.9K $755K
KEN
Kenon Holdings Ltd.

Utilities
1.32K
+ 50.27%
$41.77 - $49.51 $55K - $65.2K
3.94K $177K
OXSQ
Oxford Square Capital Corp.

Financial Services
49.6K
+ 216.01%
$1.58 - $2.4 $78.3K - $119K
72.5K $118K
Activity Summary
Buys All Purchases 4000 New Holdings 483 Increased Positions 3517 Sells All Sells 3402 Reductions 3402 Sold out 0 Options Calls 0 Puts 0
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